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Self-Service Device Migration: Getting Started

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This article explains the purpose and prerequisites for performing an automatic device migration.

For NIC-to-NIC, Private Node, and ownCloud (Datto Drive Local) migration assistance, contact Datto Technical Support.

Environment

  • Datto SIRIS
  • Datto ALTO
  • Datto NAS

Description

The self-service Device Migration feature allows an operator to transfer the local and cloud backups & device settings from one Datto appliance to another without the intervention of Datto Technical Support. When performing a device migration, both the source and destination device must be in a functional state and capable of completing all steps in the migration process.

Consider a device migration if you are replacing one Datto appliance with another, and you need to transfer all user settings and data from the old device to the new device.

During the Device Migration process, the migration wizard will perform the following tasks:

  • Pause all operations on the source and destination devices
  • Re-associate your source Datto device's offsite data with the destination Datto device
  • Copy all backup sets, NAS shares, and user settings from the source appliance to the destination appliance
  • Remove all local user accounts from the destination appliance
  • Archive all backup sets on the source device

The following settings are not migrated from the source device to the destination device. You will need to re-configure them on the destination device at the conclusion of the migration:

Index

Prerequisites

Destination Device

  • The destination device (the device you are migrating to) must not have any existing offsite data.
  • The destination device must have enough local storage available to accommodate the total local storage usage of the source device.
  • The destination device must be registered.

Source and Destination Device

  • If the source device (the device you are migrating from) is a Datto SIRIS or Datto ALTO, the destination device cannot be a Datto NAS unless you are migrating only NAS shares. SIRIS or ALTO agent data is not manageable on a Datto NAS.
  • Both the source and destination devices must have a local administrator account, and the person performing the migration must have access to those accounts.
  • Both the Source and Destination devices must be running Datto IRIS 3.75. Ensure that both devices have installed any available updates before proceeding.
  • Data migrations cannot be performed while any restores are active on the source appliance. This includes file restores and virtualizations.
  • Restores cannot be migrated. You must remove all restores before initiating a device migration.
If your device migration involves transfer of ownership of data or equipment from one Managed Services Provider to another, both parties must consent to the transfer. Contact your Sales Executive for guidance if there are any concerns or ambiguities.

Network

Warnings

  • If the source device has ownCloud (Datto Drive Local) data, do not use the Self-Service Device Migration tool. Contact Datto Technical Support for assistance with your migration.
  • If the source device has NAS shares, Datto recommends changing the hostname and IP address of the source device immediately before performing the migration to prevent users from continuing to write data to the source appliance during or after the migration. Make note of the new IP address or hostname, and reboot the source device to apply the changes.
    • Legacy NAS shares cannot be migrated by the Device Migration wizard. You must migrate these shares manually. See the Legacy NAS shares section of this article for more information.
  • All local user accounts on the destination device will be replaced with the source device's user accounts.
  • A device migration is extremely bandwidth-intensive and will require downtime for both the source and destination devices. Datto recommends scheduling a maintenance window during off-peak hours to ensure minimal service disruption.
  • Datto does not recommend interrupting a device migration once it has started. Interrupting a running migration may leave both the source and destination devices in an unusable state.
  • Rescue agents, local virtualizations, file restores, and image exports will not be migrated. Ensure that you have no need for any existing restores or rescue agents and remove them from the source device before beginning the migration.
  • After a device migration, systems protected by the destination device may experience a differential merge to prevent large backups from being taken.

Legacy NAS Shares

Older NAS shares (those created on Datto appliances before mid-2016) use a different ZFS standard than contemporary shares, and cannot be migrated by the Device Migration wizard. You can identify legacy NAS shares by navigating to the source Datto appliance's Device Overview page, and scrolling down to the Local Share Information section. Legacy NAS shares will show no 'Latest Snapshot,' 'Snapshot Storage,' or 'NAS Storage' values, as shown in Figure 1.

Figure 1: Legacy NAS shares on a Datto appliance (click for larger image)

To move the data from these shares to the destination device, perform the following steps after the device migration completes:

1. From the File Share page of the destination device, create new shares with the same name as the original shares.

2. Copy the data from the old shares on the source device to the new shares on the destination device using Windows Explorer, your Linux desktop environment, or a compatible data management program.

If you are unable to perform these steps, contact Datto Technical Support for assistance.

Procedure

To begin a device migration, follow the steps in the Device Migration: Procedure Knowledge Base article.

FAQ

Q: How long will the migration process take?
A: Generally, device migrations transfer at roughly 1 TB per day. Available network bandwidth can affect this rate.

Q: Are encrypted agents supported? Do I need to do anything special to prepare them for migration?
A: Encrypted agents are supported. All pre-migration tasks for encrypted agents are automatically performed by the Device Migration wizard.

Additional Resources


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